| David Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| John Vrablic | T.I.P.S. 4 Reps | Avon | Not listed | Percentage of assets, Hourly |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Hoskins | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Catherine Cory | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Charles Saunders | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Craig Sumerel | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Joel Guth | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Kristen Nicholson | Gryphon Financial Partners | Toledo | Not listed | Percentage of assets, Hourly |
| Randi Bellner | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Evan Glover | Tetelestai Capital | Loveland | Not listed | Percentage of assets, Hourly |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |